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Symphonies
Primal Funds › Terra Firma (US Actively Managed)
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A US-focused, value-tilted mix of active funds: Miller, Sprott, and Gotham, plus an inflation-beneficiaries sleeve (INFL) and a small options-based income piece (HIGH). Rebalanced quarterly; tilts toward real assets rather than mega-cap tech.
NutHow it works
Six-fund, buy-and-rebalance mix. 75% backs veteran stock pickers with a value tilt: 25% Miller Value Partners (MVPA), 25% Sprott Focus Trust (FUND), 15% Gotham Enhanced S&P 500 (GSPY), plus 5% in a modestly leveraged Miller sleeve (MVPL). 25% goes to INFL—firms that can benefit from inflation (energy royalties, land, exchanges). 5% to an income fund (HIGH) that uses options. Rebalanced quarterly.
CheckmarkValue prop
Near-SPY risk-adjusted performance with lower drawdown and inflation hedges. Out-of-sample Sharpe ~0.87, beta ~0.89, max drawdown ~18.5% vs SPY ~18.8%, plus inflation beneficiaries and income overlay.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
0.040.880.790.89
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
38.68%17.72%-0.15%0.4%1.08
Primal Funds › Terra Firma (US Actively Managed)
45.12%20.42%2.47%8.86%1.23
Initial Investment
$10,000.00
Final Value
$14,511.87
Regulatory Fees
$0.16
Total Slippage
$1.40
Invest in this strategy
OOS Start Date
Nov 7, 2024
Trading Setting
Quarterly
Type
Stocks
Category
Us equities, active management, value tilt, inflation hedge, income, options overlay, multi-manager, quarterly rebalance
Tickers in this symphonyThis symphony trades 6 assets in total
Ticker
Type
FUND
Sprott Focus Trust, Inc.
Stocks
GSPY
Gotham Enhanced 500 ETF
Stocks
HIGH
Simplify Enhanced Income ETF
Stocks
INFL
Horizon Kinetics Inflation Beneficiaries ETF
Stocks
MVPA
Miller Value Partners Appreciation ETF
Stocks
MVPL
Miller Value Partners Leverage ETF
Stocks

FAQ

A Composer symphony is an automated trading strategy that executes trades based on parameters of your choice. Some symphonies are similar to holding one ETF in normal conditions and rotating to a different ETF when market conditions shift, for example a 5% drop in the S&P 500, while others use complex rules with dozens of triggers. However, complex doesn’t always mean better. A simple, well-structured symphony can be just as effective as an intricate one. Learn more about how symphonies work here.

The symphony is currently performing the same as yesterday today. Performance updates in real time during market hours.

The symphony is currently allocated toFUND, GSPY, HIGH, INFL, MVPAandMVPL. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, the symphony has returned 14.75%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for the symphony is 18.51%. The maximum drawdown measures the largest peak-to-trough decline. It's an important metric to evaluate risk and the strategy's behavior during market stress.

To invest in the symphony, simply click the Invest button on this page. You'll need to open an account with Composer if you don't have one yet, then you can start investing. Composer will automatically execute the trades for you based on the strategy's rules. Composer also supports trading individual stocks, ETFs, and options.